$739 Thousand is the total value of Transamerica Financial Advisors, Inc.'s 651 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | LISTED FD TRstf tactical grw | $145,238 | -1.1% | 5,451,851 | +2.8% | 19.65% | +3.2% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $55,461 | -5.7% | 283,409 | -2.3% | 7.50% | -1.6% |
| Buy | RBB FD INCsgi diversi tac | $29,144 | +3.0% | 1,170,912 | +7.5% | 3.94% | +7.5% | |
| Buy | RBB FD INCsgi us large cap | $25,519 | +11.7% | 944,087 | +13.1% | 3.45% | +16.6% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $21,627 | +0.8% | 309,918 | +5.0% | 2.93% | +5.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $17,478 | -5.4% | 252,384 | -0.3% | 2.36% | -1.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $15,859 | -1.2% | 362,730 | +4.3% | 2.15% | +3.1% |
| PXI | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wrgt enrg | $14,351 | +7148.0% | 310,339 | +6109.3% | 1.94% | +7369.2% |
| TIP | Buy | ISHARES TRtips bd etf | $13,491 | +75.5% | 130,065 | +82.1% | 1.83% | +83.1% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $12,820 | +24.3% | 259,033 | +24.1% | 1.74% | +29.8% |
| PRN | Sell | INVESCO EXCHANGE TRADED FD Tdorsey wrgt inds | $12,815 | -5.6% | 126,766 | -1.7% | 1.73% | -1.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $11,950 | -5.3% | 126,679 | +0.1% | 1.62% | -1.1% |
| PYZ | Sell | INVESCO EXCHANGE TRADED FD Tdorsey wrgt basc | $11,878 | -9.8% | 151,196 | -1.6% | 1.61% | -5.9% |
| PTF | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wrgt tech | $11,675 | -11.2% | 264,312 | +196.0% | 1.58% | -7.3% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $10,062 | -0.8% | 377,267 | +3.9% | 1.36% | +3.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $9,312 | +26.6% | 184,015 | +31.0% | 1.26% | +32.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $8,156 | -6.1% | 107,790 | +3.7% | 1.10% | -2.0% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $7,760 | -5.5% | 84,722 | -0.3% | 1.05% | -1.3% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $7,477 | +18.4% | 50,719 | +22.0% | 1.01% | +23.6% |
| Buy | LISTED FD TRstf tac gw & inc | $7,435 | -1.7% | 351,680 | +5.0% | 1.01% | +2.5% | |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $7,387 | +3.4% | 125,648 | +10.4% | 1.00% | +8.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $6,411 | -0.2% | 134,020 | +1.9% | 0.87% | +4.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $5,805 | +7156.2% | 71,692 | +7178.4% | 0.78% | +7750.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $5,679 | +7.0% | 122,826 | +8.9% | 0.77% | +11.6% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $5,636 | +0.6% | 174,752 | +5.3% | 0.76% | +5.1% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $5,380 | +9.4% | 79,349 | +12.9% | 0.73% | +14.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,932 | -4.7% | 65,628 | -4.0% | 0.67% | -0.6% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $4,863 | +2.4% | 179,692 | +5.1% | 0.66% | +7.0% |
| EWX | Buy | SPDR INDEX SH FDSs&p emktsc etf | $4,614 | +3.9% | 86,262 | +2.0% | 0.62% | +8.3% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $4,469 | -13.6% | 43,797 | -8.4% | 0.60% | -9.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $4,430 | -9.6% | 60,081 | -8.0% | 0.60% | -5.7% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $4,355 | -6.7% | 75,595 | -6.5% | 0.59% | -2.6% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $4,285 | -12.2% | 51,922 | -8.0% | 0.58% | -8.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,227 | +1.5% | 29,143 | +1.8% | 0.57% | +5.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,197 | +3.4% | 25,600 | +9.7% | 0.57% | +8.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $3,654 | +24.8% | 39,992 | +32.0% | 0.49% | +30.0% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,436 | -10.6% | 22,114 | -6.5% | 0.46% | -6.6% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $3,048 | -3.3% | 51,508 | +1.8% | 0.41% | +1.0% |
| CSCO | Sell | CISCO SYS INC | $2,944 | -12.1% | 54,753 | -15.4% | 0.40% | -8.3% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $2,934 | +5.9% | 132,384 | +12.8% | 0.40% | +10.6% |
| MSFT | Sell | MICROSOFT CORP | $2,897 | -36.6% | 9,175 | -31.6% | 0.39% | -33.8% |
| ADBE | Sell | ADOBE INC | $2,856 | -30.5% | 5,602 | -33.4% | 0.39% | -27.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,723 | +12.0% | 30,119 | +0.5% | 0.37% | +16.8% |
| PFE | Sell | PFIZER INC | $2,667 | -16.9% | 80,387 | -8.1% | 0.36% | -13.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,620 | -16.4% | 45,131 | -7.9% | 0.36% | -12.6% |
| MRK | Sell | MERCK & CO INC | $2,575 | -17.2% | 25,012 | -7.2% | 0.35% | -13.6% |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $2,524 | +14.0% | 43,933 | +19.3% | 0.34% | +19.2% |
| FTXL | Buy | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr | $2,477 | +16.9% | 36,625 | +23.1% | 0.34% | +21.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,465 | -20.5% | 6,026 | -10.5% | 0.33% | -16.9% |
| FXD | Buy | FIRST TR EXCHANGE TRADED FDconsumr discre | $2,420 | +10.6% | 47,438 | +19.7% | 0.33% | +15.1% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,346 | -11.6% | 16,558 | -6.6% | 0.32% | -7.8% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,331 | -32.2% | 32,199 | -30.4% | 0.32% | -29.4% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH INDsh | $2,324 | +15393.3% | 15,993 | +15579.4% | 0.31% | +15600.0% |
| GILD | Sell | GILEAD SCIENCES INC | $2,284 | -9.0% | 30,475 | -6.4% | 0.31% | -4.9% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $2,231 | +31.5% | 60,458 | +38.5% | 0.30% | +37.3% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $2,179 | +3.5% | 55,958 | +6.8% | 0.30% | +8.1% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $2,108 | +25.4% | 140,963 | +14.1% | 0.28% | +30.7% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $2,062 | +2.7% | 67,874 | +6.3% | 0.28% | +7.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,975 | -18.9% | 13,538 | -15.6% | 0.27% | -15.5% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,929 | -29.6% | 14,980 | -27.4% | 0.26% | -26.5% |
| TXN | Sell | TEXAS INSTRS INC | $1,900 | -17.2% | 11,943 | -6.3% | 0.26% | -13.8% |
| TPYP | Buy | MANAGED PORTFOLIO SERIEStortoise nram pi | $1,895 | +5.9% | 77,468 | +6.8% | 0.26% | +10.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,867 | -64.4% | 19,848 | -62.9% | 0.25% | -62.7% |
| HD | Sell | HOME DEPOT INC | $1,849 | -8.5% | 6,119 | -5.9% | 0.25% | -4.6% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,837 | -17.7% | 55,370 | -16.3% | 0.25% | -13.8% |
| ABBV | Sell | ABBVIE INC | $1,825 | +1.7% | 12,238 | -8.1% | 0.25% | +6.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,829 | +8.0% | 15,554 | -1.4% | 0.25% | +12.8% |
| ZTS | Sell | ZOETIS INCcl a | $1,804 | -17.2% | 10,368 | -18.0% | 0.24% | -13.5% |
| MCD | Sell | MCDONALDS CORP | $1,795 | -24.0% | 6,814 | -13.9% | 0.24% | -20.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,794 | +7.2% | 27,347 | +6.4% | 0.24% | +12.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,799 | +22.3% | 8,396 | +31.2% | 0.24% | +27.2% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $1,786 | +6.2% | 41,143 | +11.9% | 0.24% | +11.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,756 | -1.9% | 7,947 | -4.5% | 0.24% | +2.6% |
| GLD | Buy | SPDR GOLD TRgold sh | $1,744 | +4.4% | 10,168 | +8.6% | 0.24% | +9.3% |
| LKQ | Sell | LKQ CORP | $1,719 | -32.6% | 34,720 | -20.7% | 0.23% | -29.6% |
| AVGO | Sell | BROADCOM INC | $1,714 | -8.0% | 2,063 | -4.0% | 0.23% | -4.1% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $1,661 | -10.1% | 60,320 | -7.7% | 0.22% | -6.2% |
| SMMV | Buy | ISHARES TRmsci usa smcp mn | $1,658 | +23.2% | 50,148 | +27.8% | 0.22% | +28.7% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $1,633 | -2.8% | 38,658 | +5.5% | 0.22% | +1.4% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,619 | -7.2% | 36,492 | -13.1% | 0.22% | -3.1% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $1,618 | +4.3% | 26,830 | +7.1% | 0.22% | +9.0% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,595 | -19.8% | 4,585 | -18.8% | 0.22% | -16.3% |
| INTU | Sell | INTUIT | $1,551 | -0.5% | 3,035 | -10.8% | 0.21% | +4.0% |
| CAT | Sell | CATERPILLAR INC | $1,551 | -5.8% | 5,681 | -15.1% | 0.21% | -1.9% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $1,501 | -43.5% | 23,001 | -41.5% | 0.20% | -41.0% |
| PGR | Sell | PROGRESSIVE CORP | $1,486 | -16.5% | 10,665 | -20.7% | 0.20% | -13.0% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $1,454 | +101.1% | 9,827 | +75.3% | 0.20% | +109.6% |
| CVX | Sell | CHEVRON CORP NEW | $1,452 | -0.1% | 8,610 | -6.7% | 0.20% | +4.3% |
| COP | Sell | CONOCOPHILLIPS | $1,431 | -5.7% | 11,943 | -18.4% | 0.19% | -1.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,418 | -12.1% | 20,423 | -7.6% | 0.19% | -8.1% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,419 | -25.2% | 11,740 | -14.6% | 0.19% | -22.0% |
| UNP | Sell | UNION PAC CORP | $1,414 | -3.9% | 6,941 | -3.4% | 0.19% | 0.0% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $1,405 | +14.1% | 15,250 | +19.3% | 0.19% | +18.8% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $1,403 | +19.3% | 14,491 | +24.9% | 0.19% | +25.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,402 | -6.3% | 8,704 | -1.2% | 0.19% | -2.1% |
| QCOM | Sell | QUALCOMM INC | $1,394 | -9.9% | 12,551 | -3.4% | 0.19% | -6.0% |
| FJP | Buy | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $1,392 | +36.9% | 27,972 | +32.0% | 0.19% | +42.4% |
| WMT | Sell | WALMART INC | $1,393 | -1.6% | 8,706 | -3.4% | 0.19% | +2.2% |
| FNK | Buy | FIRST TR EXCHANGE-TRADED ALPmid cap val fd | $1,368 | +13.8% | 30,642 | +16.5% | 0.18% | +18.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,368 | +1.7% | 21,252 | +6.7% | 0.18% | +6.3% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,342 | -10.5% | 13,628 | +0.8% | 0.18% | -6.2% |
| DOW | Buy | DOW INC | $1,336 | +219.6% | 25,898 | +230.5% | 0.18% | +235.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,328 | -14.7% | 2,351 | -18.7% | 0.18% | -10.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,323 | -12.0% | 4,971 | -9.0% | 0.18% | -8.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,321 | -12.6% | 8,473 | +0.5% | 0.18% | -8.7% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,322 | +1.2% | 17,399 | +5.3% | 0.18% | +5.9% |
| CVS | Sell | CVS HEALTH CORP | $1,275 | -3.6% | 18,250 | -4.6% | 0.17% | +0.6% |
| CMI | Sell | CUMMINS INC | $1,231 | -11.2% | 5,385 | -4.7% | 0.17% | -7.2% |
| EOG | Sell | EOG RES INC | $1,226 | -4.1% | 9,668 | -13.5% | 0.17% | 0.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,223 | -9.1% | 9,957 | -6.8% | 0.16% | -5.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,216 | -13.2% | 17,100 | -5.9% | 0.16% | -9.3% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,174 | +4.8% | 11,187 | +8.8% | 0.16% | +9.7% |
| XBI | Buy | SPDR SER TRs&p biotech | $1,120 | -3.4% | 15,337 | +10.1% | 0.15% | +1.3% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $1,103 | -0.8% | 10,873 | +5.0% | 0.15% | +3.5% |
| GPC | Sell | GENUINE PARTS CO | $1,093 | -19.9% | 7,566 | -6.1% | 0.15% | -16.4% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $1,093 | +0.6% | 35,556 | +0.5% | 0.15% | +5.0% |
| COG | Sell | COTERRA ENERGY INC | $1,085 | -13.3% | 40,100 | -18.9% | 0.15% | -9.3% |
| PAYX | Sell | PAYCHEX INC | $1,071 | -4.8% | 9,282 | -7.7% | 0.14% | -0.7% |
| CME | Sell | CME GROUP INC | $1,068 | -3.8% | 5,330 | -11.0% | 0.14% | +0.7% |
| AMP | Sell | AMERIPRISE FINL INC | $1,061 | -7.4% | 3,217 | -6.8% | 0.14% | -3.4% |
| MTB | Sell | M & T BK CORP | $1,042 | -5.2% | 8,237 | -7.2% | 0.14% | -0.7% |
| FLGB | Buy | FRANKLIN TEMPLETON ETF TRftse untd kgdm | $1,044 | +2.7% | 43,636 | +4.8% | 0.14% | +6.8% |
| PEP | Sell | PEPSICO INC | $1,028 | -11.5% | 6,067 | -3.2% | 0.14% | -7.9% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,029 | -19.7% | 4,467 | -12.8% | 0.14% | -16.3% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $1,018 | +5257.9% | 24,273 | +5441.8% | 0.14% | +6800.0% |
| IBND | Sell | SPDR SER TRbloomberg intl | $1,021 | -5.4% | 37,613 | -1.0% | 0.14% | -1.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $988 | -10.8% | 10,668 | -6.0% | 0.13% | -6.9% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $986 | -3.2% | 25,494 | +1.5% | 0.13% | +0.8% |
| BLK | Sell | BLACKROCK INC | $974 | -12.1% | 1,506 | -6.1% | 0.13% | -8.3% |
| KO | Sell | COCA COLA CO | $976 | -12.9% | 17,418 | -6.3% | 0.13% | -9.0% |
| HSY | Sell | HERSHEY CO | $979 | -35.5% | 4,889 | -19.6% | 0.13% | -33.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $972 | +68.5% | 11,010 | +71.4% | 0.13% | +76.0% |
| MS | Sell | MORGAN STANLEY | $962 | -10.6% | 11,778 | -6.5% | 0.13% | -6.5% |
| SBUX | Sell | STARBUCKS CORP | $951 | -14.2% | 10,413 | -6.9% | 0.13% | -10.4% |
| KHC | Sell | KRAFT HEINZ CO | $955 | -21.5% | 28,373 | -17.2% | 0.13% | -18.4% |
| HPQ | Sell | HP INC | $908 | -23.4% | 35,319 | -8.5% | 0.12% | -20.1% |
| New | KENVUE INC | $908 | – | 45,214 | +100.0% | 0.12% | – | |
| EUFN | Buy | ISHARES TRmsci euro fl etf | $905 | +7.6% | 47,825 | +9.2% | 0.12% | +11.9% |
| FXF | Buy | INVESCO CURRENCYSHARES SWISSswiss franc | $892 | +0.6% | 9,168 | +2.8% | 0.12% | +5.2% |
| K | Sell | KELLANOVA | $803 | -27.3% | 13,493 | -17.6% | 0.11% | -23.8% |
| FDS | Sell | FACTSET RESH SYS INC | $766 | +2.5% | 1,752 | -6.0% | 0.10% | +7.2% |
| NKE | Sell | NIKE INCcl b | $761 | -31.4% | 7,957 | -20.8% | 0.10% | -28.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $747 | -61.9% | 4,794 | -59.5% | 0.10% | -60.2% |
| SO | Buy | SOUTHERN CO | $711 | -6.6% | 10,986 | +1.5% | 0.10% | -3.0% |
| LPLA | Sell | LPL FINL HLDGS INC | $703 | +0.9% | 2,958 | -7.6% | 0.10% | +5.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $704 | -29.2% | 21,715 | -18.8% | 0.10% | -26.4% |
| LLY | Buy | ELI LILLY & CO | $667 | +14.8% | 1,241 | +0.2% | 0.09% | +20.0% |
| ACN | Sell | ACCENTURE PLC IRELANDsh class a | $659 | -6.4% | 2,144 | -6.0% | 0.09% | -2.2% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $621 | -37.7% | 11,820 | -28.1% | 0.08% | -34.9% |
| MCK | Sell | MCKESSON CORP | $620 | -0.5% | 1,426 | -2.1% | 0.08% | +3.7% |
| SPBO | Sell | SPDR SER TRportfolio crport | $612 | -33.3% | 22,167 | -30.1% | 0.08% | -30.3% |
| ORCL | Sell | ORACLE CORP | $616 | -21.5% | 5,808 | -11.8% | 0.08% | -18.6% |
| NVDA | Sell | NVIDIA CORPORATION | $600 | -50.2% | 1,379 | -51.6% | 0.08% | -48.1% |
| ACGL | Sell | ARCH CAP GROUP LTDord | $596 | -6.3% | 7,469 | -12.1% | 0.08% | -1.2% |
| MDT | Sell | MEDTRONIC PLCsh | $588 | -13.9% | 7,499 | -3.2% | 0.08% | -10.1% |
| EA | Sell | ELECTRONIC ARTS INC | $587 | -18.7% | 4,874 | -12.4% | 0.08% | -16.0% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $576 | -3.0% | 21,396 | +8.6% | 0.08% | +1.3% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $565 | +9.5% | 11,225 | +8.6% | 0.08% | +13.4% |
| PXD | Buy | PIONEER NAT RES CO | $551 | +21.6% | 2,397 | +9.7% | 0.08% | +27.1% |
| ICVT | Sell | ISHARES TRconv bd etf | $554 | -6.1% | 7,459 | -3.3% | 0.08% | -1.3% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $554 | -65.9% | 10,381 | -64.9% | 0.08% | -64.5% |
| T | Buy | AT&T INC | $531 | +27.6% | 35,300 | +35.6% | 0.07% | +33.3% |
| USB | Sell | US BANCORP DEL | $525 | -6.4% | 15,867 | -6.4% | 0.07% | -2.7% |
| FISV | Sell | FISERV INC | $518 | -21.0% | 4,580 | -11.9% | 0.07% | -17.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $507 | -10.6% | 3,841 | -18.0% | 0.07% | -6.8% |
| NVR | Sell | NVR INC | $479 | -17.6% | 81 | -12.0% | 0.06% | -13.3% |
| SNPS | Sell | SYNOPSYS INC | $484 | +2.3% | 1,054 | -3.0% | 0.06% | +6.6% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES Nsh - a - | $467 | -7.0% | 4,930 | -9.7% | 0.06% | -3.1% |
| Sell | THOMSON REUTERS CORP. | $448 | -19.6% | 3,658 | -11.3% | 0.06% | -15.3% | |
| SLV | Buy | ISHARES SILVER TRishares | $439 | +8.9% | 21,581 | +11.9% | 0.06% | +13.5% |
| PSL | Sell | INVESCO EXCHANGE TRADED FD Tdorsey wrgt csmr | $432 | -97.1% | 5,174 | -97.0% | 0.06% | -97.0% |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $427 | -12.3% | 1,044 | -11.7% | 0.06% | -7.9% |
| HON | Buy | HONEYWELL INTL INC | $418 | -9.7% | 2,260 | +1.3% | 0.06% | -5.0% |
| KR | Sell | KROGER CO | $419 | -15.2% | 9,350 | -10.9% | 0.06% | -10.9% |
| SPGI | Sell | S&P GLOBAL INC | $414 | -20.2% | 1,133 | -12.5% | 0.06% | -16.4% |
| ALLY | Sell | ALLY FINL INC | $386 | -12.7% | 14,468 | -11.5% | 0.05% | -8.8% |
| WM | Sell | WASTE MGMT INC DEL | $384 | -22.3% | 2,517 | -11.5% | 0.05% | -18.8% |
| HOLX | Sell | HOLOGIC INC | $378 | -24.4% | 5,439 | -11.9% | 0.05% | -21.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $376 | -14.2% | 742 | -11.6% | 0.05% | -10.5% |
| FDX | Sell | FEDEX CORP | $369 | +1.4% | 1,393 | -4.9% | 0.05% | +6.4% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $365 | -29.5% | 1,543 | -11.9% | 0.05% | -26.9% |
| NFTY | Sell | FIRST TR EXCH TRD ALPHDX FDindia nfty50 eqw | $352 | -65.5% | 7,227 | -66.1% | 0.05% | -63.6% |
| OMC | Sell | OMNICOM GROUP INC | $352 | -28.0% | 4,725 | -8.0% | 0.05% | -23.8% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $355 | +14.1% | 7,102 | +14.0% | 0.05% | +20.0% |
| RY | Sell | ROYAL BK CDA | $357 | -34.3% | 4,083 | -28.1% | 0.05% | -31.4% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $347 | -10.3% | 1,819 | -11.6% | 0.05% | -6.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $349 | +2.0% | 5,776 | +4.8% | 0.05% | +6.8% |
| SYY | Sell | SYSCO CORP | $337 | -18.0% | 5,091 | -7.9% | 0.05% | -13.2% |
| PPL | Sell | PPL CORP | $334 | -20.3% | 14,149 | -10.6% | 0.04% | -16.7% |
| WFC | Sell | WELLS FARGO CO NEW | $335 | -4.6% | 8,195 | -0.3% | 0.04% | -2.2% |
| FLN | Sell | FIRST TR EXCH TRD ALPHDX FDlatin amer alp | $331 | -67.5% | 18,024 | -66.4% | 0.04% | -65.9% |
| FSZ | Sell | FIRST TR EXCH TRD ALPHDX FDswitzlnd alpha | $324 | -66.4% | 5,612 | -65.1% | 0.04% | -64.8% |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $328 | -66.3% | 15,913 | -64.9% | 0.04% | -65.1% |
| FAST | Sell | FASTENAL CO | $322 | -18.1% | 5,894 | -11.5% | 0.04% | -13.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $308 | +6.2% | 2,191 | +1.4% | 0.04% | +10.5% |
| RPRX | Sell | ROYALTY PHARMA PLCsh class a | $288 | -22.2% | 10,597 | -11.9% | 0.04% | -18.8% |
| GIS | Sell | GENERAL MLS INC | $289 | -18.8% | 4,504 | -3.0% | 0.04% | -15.2% |
| C | Buy | CITIGROUP INC | $280 | -8.8% | 6,796 | +2.2% | 0.04% | -5.0% |
| NEM | Sell | NEWMONT CORP | $279 | -23.1% | 7,544 | -11.2% | 0.04% | -19.1% |
| New | ANGEL OAK FUNDS TRUSToak ultrashort | $277 | – | 5,455 | +100.0% | 0.04% | – | |
| KWEB | New | KRANESHARES TRcsi chi internet | $271 | – | 9,877 | +100.0% | 0.04% | – |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $272 | -16.6% | 1,559 | -6.3% | 0.04% | -11.9% |
| MPC | Buy | MARATHON PETE CORP | $257 | +34.6% | 1,694 | +3.4% | 0.04% | +40.0% |
| DHR | Sell | DANAHER CORPORATION | $257 | -9.2% | 1,035 | -12.2% | 0.04% | -5.4% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $258 | -30.3% | 1,945 | -12.0% | 0.04% | -27.1% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $251 | -32.0% | 2,236 | -11.8% | 0.03% | -29.2% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $252 | -16.3% | 2,331 | -10.5% | 0.03% | -12.8% |
| New | ANGEL OAK FUNDS TRUST | $242 | – | 12,035 | +100.0% | 0.03% | – | |
| TSN | Sell | TYSON FOODS INCcl a | $245 | -18.9% | 4,852 | -17.9% | 0.03% | -15.4% |
| EMR | Buy | EMERSON ELEC CO | $237 | +10.7% | 2,454 | +3.8% | 0.03% | +14.3% |
| SLB | Buy | SCHLUMBERGER LTD | $237 | +19.7% | 4,062 | +0.9% | 0.03% | +23.1% |
| GDDY | Sell | GODADDY INCcl a | $239 | -28.9% | 3,197 | -28.5% | 0.03% | -27.3% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $237 | -7.4% | 3,005 | -2.4% | 0.03% | -3.0% |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $229 | -16.4% | 3,897 | -6.1% | 0.03% | -13.9% |
| FLGV | New | FRANKLIN TEMPLETON ETF TRus treasury bond | $230 | – | 11,493 | +100.0% | 0.03% | – |
| CBRE | Sell | CBRE GROUP INCcl a | $228 | -10.9% | 3,080 | -2.8% | 0.03% | -6.1% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $216 | -25.8% | 1,071 | -11.0% | 0.03% | -23.7% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $212 | -25.4% | 12,191 | -27.7% | 0.03% | -21.6% |
| PFI | Sell | INVESCO EXCHANGE TRADED FD Tdorsey wrgt finl | $208 | -4.1% | 5,001 | -2.7% | 0.03% | 0.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $208 | +7.8% | 430 | +7.2% | 0.03% | +12.0% |
| MMM | Buy | 3M CO | $201 | -4.7% | 2,147 | +2.2% | 0.03% | 0.0% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $196 | -16.2% | 1,394 | -12.4% | 0.03% | -10.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $197 | +33.1% | 390 | +26.6% | 0.03% | +42.1% |
| CB | Sell | CHUBB LIMITED | $181 | -3.2% | 866 | -10.4% | 0.02% | 0.0% |
| PSX | Sell | PHILLIPS 66 | $171 | -7.1% | 1,421 | -26.1% | 0.02% | -4.2% |
| RSG | Sell | REPUBLIC SVCS INC | $172 | -18.1% | 1,207 | -11.9% | 0.02% | -14.8% |
| VLO | Buy | VALERO ENERGY CORP | $164 | +21.5% | 1,154 | +0.9% | 0.02% | +22.2% |
| DLB | Sell | DOLBY LABORATORIES INC | $159 | -16.8% | 1,997 | -12.4% | 0.02% | -12.0% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $162 | -98.8% | 1,820 | -98.6% | 0.02% | -98.7% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $159 | -9.1% | 2,031 | +4.5% | 0.02% | -4.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $152 | -7.9% | 770 | +6.1% | 0.02% | 0.0% |
| CTAS | Sell | CINTAS CORP | $157 | -14.7% | 326 | -11.7% | 0.02% | -12.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $151 | -12.7% | 382 | -13.0% | 0.02% | -9.1% |
| EPP | Sell | ISHARES INCmsci pac jp etf | $144 | -76.9% | 3,599 | -75.6% | 0.02% | -76.5% |
| HAL | Buy | HALLIBURTON CO | $139 | +23.0% | 3,429 | +0.8% | 0.02% | +26.7% |
| DG | Sell | DOLLAR GEN CORP NEW | $143 | -50.7% | 1,345 | -21.1% | 0.02% | -50.0% |
| TEL | Buy | TE CONNECTIVITY LTDsh | $143 | -7.1% | 1,157 | +5.9% | 0.02% | -5.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $130 | +4.8% | 1,917 | +1.2% | 0.02% | +12.5% |
| TFC | Buy | TRUIST FINL CORP | $124 | -3.9% | 4,305 | +1.4% | 0.02% | 0.0% |
| EXC | Sell | EXELON CORP | $123 | -18.5% | 3,250 | -11.8% | 0.02% | -15.0% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $124 | +12.7% | 689 | +4.1% | 0.02% | +21.4% |
| PPG | Buy | PPG INDS INC | $115 | -6.5% | 879 | +6.3% | 0.02% | 0.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $114 | -88.4% | 1,601 | -88.2% | 0.02% | -88.2% |
| DVN | Buy | DEVON ENERGY CORP NEW | $114 | +5.6% | 2,372 | +6.3% | 0.02% | +7.1% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $114 | +23.9% | 733 | +5.5% | 0.02% | +25.0% |
| NTAP | Buy | NETAPP INC | $106 | +2.9% | 1,386 | +2.8% | 0.01% | +7.7% |
| DLTR | Sell | DOLLAR TREE INC | $101 | -35.7% | 945 | -13.5% | 0.01% | -30.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $107 | -51.1% | 4,786 | -37.6% | 0.01% | -50.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $101 | -19.8% | 1,765 | -11.7% | 0.01% | -12.5% |
| EBAY | Buy | EBAY INC. | $102 | +5.2% | 2,297 | +5.9% | 0.01% | +7.7% |
| PKG | Buy | PACKAGING CORP AMER | $96 | +18.5% | 623 | +2.6% | 0.01% | +18.2% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $98 | -1.0% | 5,688 | +2.5% | 0.01% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $96 | 0.0% | 3,756 | +3.1% | 0.01% | +8.3% |
| GLW | Buy | CORNING INC | $99 | -12.4% | 3,244 | +1.3% | 0.01% | -13.3% |
| BG | Buy | BUNGE LIMITED | $93 | +19.2% | 858 | +5.0% | 0.01% | +30.0% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $85 | -12.4% | 1,237 | +2.4% | 0.01% | -7.7% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $92 | 0.0% | 1,292 | +1.3% | 0.01% | 0.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $91 | -9.9% | 741 | +3.5% | 0.01% | -7.7% |
| SJM | Buy | SMUCKER J M CO | $84 | -13.4% | 682 | +4.4% | 0.01% | -15.4% |
| CAG | Buy | CONAGRA BRANDS INC | $81 | -14.7% | 2,930 | +4.0% | 0.01% | -8.3% |
| MRO | Buy | MARATHON OIL CORP | $79 | +17.9% | 2,917 | +0.9% | 0.01% | +22.2% |
| CPB | Buy | CAMPBELL SOUP CO | $81 | -6.9% | 1,969 | +3.9% | 0.01% | 0.0% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $77 | -6.1% | 893 | +3.5% | 0.01% | -9.1% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $76 | -5.0% | 764 | +5.8% | 0.01% | 0.0% |
| ETN | Buy | EATON CORP PLCsh | $68 | +871.4% | 315 | +854.5% | 0.01% | +800.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $69 | +245.0% | 526 | +218.8% | 0.01% | +200.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $68 | -1.4% | 6,444 | +1.2% | 0.01% | 0.0% |
| FTXG | Sell | FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg | $67 | -96.6% | 2,802 | -96.3% | 0.01% | -96.5% |
| WIP | Sell | SPDR SER TRftse int gvt etf | $60 | -94.6% | 1,535 | -94.2% | 0.01% | -94.4% |
| DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $62 | +8.8% | 1,902 | +2.3% | 0.01% | +14.3% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $54 | +200.0% | 60 | +215.8% | 0.01% | +250.0% |
| FMC | Buy | FMC CORP | $51 | -32.9% | 758 | +4.3% | 0.01% | -30.0% |
| TSLA | Buy | TESLA INC | $42 | +4100.0% | 167 | +16600.0% | 0.01% | – |
| BFA | BROWN FORMAN CORPcl a | $42 | -14.3% | 708 | 0.0% | 0.01% | 0.0% | |
| V | Buy | VISA INC | $42 | +4100.0% | 180 | +17900.0% | 0.01% | – |
| FEX | FIRST TR LRGE CP CORE ALPHA | $40 | -2.4% | 484 | 0.0% | 0.01% | 0.0% | |
| DRI | Buy | DARDEN RESTAURANTS INC | $39 | +3800.0% | 269 | +8866.7% | 0.01% | – |
| VIAC | Buy | PARAMOUNT GLOBAL | $39 | -11.4% | 2,960 | +7.7% | 0.01% | -16.7% |
| New | FORTREA HLDGS INC | $40 | – | 1,391 | +100.0% | 0.01% | – | |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $34 | – | 83 | +100.0% | 0.01% | – |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $40 | +3900.0% | 199 | +19800.0% | 0.01% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $35 | +600.0% | 78 | +609.1% | 0.01% | +400.0% |
| NOW | Buy | SERVICENOW INC | $40 | +1900.0% | 71 | +2266.7% | 0.01% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $36 | – | 961 | +100.0% | 0.01% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $34 | +3300.0% | 115 | +11400.0% | 0.01% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $31 | – | 74 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $28 | – | 348 | +100.0% | 0.00% | – |
| SHW | New | SHERWIN WILLIAMS CO | $33 | – | 130 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $32 | – | 593 | +100.0% | 0.00% | – |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $33 | -8.3% | 474 | 0.0% | 0.00% | -20.0% | |
| MCO | New | MOODYS CORP | $29 | – | 90 | +100.0% | 0.00% | – |
| VEEV | New | VEEVA SYS INC | $33 | – | 159 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $32 | – | 139 | +100.0% | 0.00% | – |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $30 | -87.6% | 626 | -87.7% | 0.00% | -87.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $33 | -2.9% | 77 | +2.7% | 0.00% | 0.0% |
| RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $27 | -3.6% | 343 | 0.0% | 0.00% | 0.0% | |
| FB | META PLATFORMS INCcl a | $20 | +5.3% | 66 | 0.0% | 0.00% | +50.0% | |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $21 | – | 510 | +100.0% | 0.00% | – |
| EBND | Sell | SPDR SER TRbloomberg emergi | $25 | -97.7% | 1,216 | -97.6% | 0.00% | -97.8% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $20 | +1900.0% | 86 | +8500.0% | 0.00% | – |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $19 | -13.6% | 380 | -0.5% | 0.00% | 0.0% |
| FXZ | Sell | FIRST TR EXCHANGE TRADED FDmaterials alph | $19 | -26.9% | 298 | -24.9% | 0.00% | 0.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $19 | -5.0% | 40 | 0.0% | 0.00% | 0.0% | |
| FVD | New | FIRST TR VALUE LINE DIVID INsh | $20 | – | 509 | +100.0% | 0.00% | – |
| FTXN | Sell | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $20 | -13.0% | 635 | -25.4% | 0.00% | 0.0% |
| SPSB | Sell | SPDR SER TRportfolio short | $13 | -13.3% | 432 | -11.8% | 0.00% | 0.0% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $14 | – | 84 | +100.0% | 0.00% | – |
| IWM | ISHARES TRrussell 2000 etf | $15 | -6.2% | 82 | 0.0% | 0.00% | 0.0% | |
| CNQ | New | CANADIAN NAT RES LTD | $13 | – | 200 | +100.0% | 0.00% | – |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $16 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| UL | New | UNILEVER PLCspon adr new | $13 | – | 262 | +100.0% | 0.00% | – |
| ECL | ECOLAB INC | $12 | -7.7% | 65 | 0.0% | 0.00% | 0.0% | |
| New | CRH PLCord | $13 | – | 223 | +100.0% | 0.00% | – | |
| RWK | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $15 | -6.2% | 157 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION | $17 | -10.5% | 61 | 0.0% | 0.00% | 0.0% | |
| AOS | SMITH A O CORP | $17 | -10.5% | 250 | 0.0% | 0.00% | 0.0% | |
| FDL | New | FIRST TR MORNINGSTAR DIVID Lsh | $15 | – | 439 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $14 | – | 3,624 | +100.0% | 0.00% | – |
| FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $18 | -18.2% | 1,015 | -25.0% | 0.00% | -33.3% |
| INTC | Sell | INTEL CORP | $14 | +7.7% | 378 | -2.3% | 0.00% | 0.0% |
| PSA | Buy | PUBLIC STORAGE | $13 | +1200.0% | 49 | +4800.0% | 0.00% | – |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $13 | +1200.0% | 172 | +17100.0% | 0.00% | – |
| BFB | BROWN FORMAN CORPcl b | $13 | -13.3% | 215 | 0.0% | 0.00% | 0.0% | |
| LECO | LINCOLN ELEC HLDGS INC | $16 | -11.1% | 87 | 0.0% | 0.00% | 0.0% | |
| NVO | New | NOVO-NORDISK A Sadr | $13 | – | 136 | +100.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $14 | – | 1,569 | +100.0% | 0.00% | – |
| RMD | RESMED INC | $7 | -36.4% | 46 | 0.0% | 0.00% | 0.0% | |
| JVAL | New | J P MORGAN EXCHANGE TRADED Fus value factr | $8 | – | 225 | +100.0% | 0.00% | – |
| BBCA | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $5 | -98.3% | 72 | -98.5% | 0.00% | -97.4% |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $9 | – | 229 | +100.0% | 0.00% | – |
| New | BNY MELLON ETF TRUSTconcentrated int | $6 | – | 134 | +100.0% | 0.00% | – | |
| XT | New | ISHARES TRexponential tech | $6 | – | 107 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $10 | – | 72 | +100.0% | 0.00% | – |
| USTB | New | VICTORY PORTFOLIOS IIshort trm bd etf | $4 | – | 77 | +100.0% | 0.00% | – |
| FTXR | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $4 | 0.0% | 129 | 0.0% | 0.00% | 0.0% | |
| BOND | New | PIMCO ETF TRactive bd etf | $9 | – | 101 | +100.0% | 0.00% | – |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $9 | +80.0% | 177 | +88.3% | 0.00% | 0.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $7 | +600.0% | 205 | +20400.0% | 0.00% | – |
| PUI | INVESCO EXCHANGE TRADED FD Tdorsey wrgt util | $10 | -9.1% | 326 | 0.0% | 0.00% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $4 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $9 | -30.8% | 309 | -13.2% | 0.00% | -50.0% |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $8 | +700.0% | 402 | +40100.0% | 0.00% | – |
| TJX | Buy | TJX COS INC NEW | $7 | +16.7% | 70 | +1.4% | 0.00% | 0.0% |
| IGIB | Sell | ISHARES TRish 5-10yr invt | $4 | -99.7% | 77 | -99.7% | 0.00% | -99.4% |
| TT | TRANE TECHNOLOGIES PLCsh | $4 | +33.3% | 16 | 0.0% | 0.00% | – | |
| JCI | Buy | JOHNSON CTLS INTL PLCsh | $4 | -20.0% | 61 | +1.7% | 0.00% | 0.0% |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $8 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $10 | – | 94 | +100.0% | 0.00% | – |
| NUE | NUCOR CORP | $4 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $4 | -20.0% | 15 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $7 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $5 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $11 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| FYC | Buy | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $6 | 0.0% | 98 | +2.1% | 0.00% | 0.0% |
| KMX | CARMAX INC | $9 | -18.2% | 125 | 0.0% | 0.00% | 0.0% | |
| FYT | Sell | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $11 | -21.4% | 230 | -23.8% | 0.00% | -50.0% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $7 | -93.9% | 120 | -93.9% | 0.00% | -93.3% |
| NEE | NEXTERA ENERGY INC | $10 | -23.1% | 163 | 0.0% | 0.00% | -50.0% | |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $6 | -40.0% | 216 | -49.8% | 0.00% | 0.0% |
| FTXO | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $4 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| HUM | Sell | HUMANA INC | $4 | 0.0% | 7 | -12.5% | 0.00% | 0.0% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $10 | -9.1% | 90 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC | $4 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| CI | Sell | THE CIGNA GROUP | $4 | -20.0% | 14 | -6.7% | 0.00% | 0.0% |
| SPLG | SPDR SER TRportfolio s&p500 | $5 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $9 | – | 103 | +100.0% | 0.00% | – |
| VDE | VANGUARD WORLD FDSenergy etf | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $1 | 0.0% | 4 | +33.3% | 0.00% | – |
| ATVI | ACTIVISION BLIZZARD INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| AL | AIR LEASE CORPcl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| AMH | Sell | AMERICAN HOMES 4 RENTcl a | $1 | 0.0% | 1 | -75.0% | 0.00% | – |
| AMT | AMERICAN TOWER CORP NEW | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| APA | APA CORPORATION | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| AIV | Buy | APARTMENT INVT & MGMT COcl a | $1 | 0.0% | 7 | +250.0% | 0.00% | – |
| BIIB | BIOGEN INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BPMC | BLUEPRINT MEDICINES CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| New | BONDBLOXX ETF TRUSTbloomberg one yr | $2 | – | 37 | +100.0% | 0.00% | – | |
| BKNG | BOOKING HOLDINGS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BXP | BOSTON PROPERTIES INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BLDR | BUILDERS FIRSTSOURCE INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CBOE | CBOE GLOBAL MKTS INC | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| CMS | CMS ENERGY CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CBT | CABOT CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC | $2 | 0.0% | 7 | 0.0% | 0.00% | – | |
| CCJ | CAMECO CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CAH | CARDINAL HEALTH INC | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| CARR | CARRIER GLOBAL CORPORATION | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CE | Sell | CELANESE CORP DEL | $2 | 0.0% | 10 | -28.6% | 0.00% | – |
| CNC | CENTENE CORP DEL | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CINF | CINCINNATI FINL CORP | $2 | 0.0% | 18 | 0.0% | 0.00% | – | |
| CFG | Sell | CITIZENS FINL GROUP INC | $1 | -50.0% | 31 | -38.0% | 0.00% | – |
| CLX | CLOROX CO DEL | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| CNXC | CONCENTRIX CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ED | CONSOLIDATED EDISON INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CPRT | Buy | COPART INC | $2 | -33.3% | 42 | +82.6% | 0.00% | – |
| CRANE COMPANY | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| CRANE NXT CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| CCI | CROWN CASTLE INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| DTE | Sell | DTE ENERGY CO | $1 | 0.0% | 7 | -12.5% | 0.00% | – |
| DE | DEERE & CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| DELL | DELL TECHNOLOGIES INCcl c | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| DKS | DICKS SPORTING GOODS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| New | DIMENSIONAL ETF TRUSTintl small cap e | $3 | – | 95 | +100.0% | 0.00% | – | |
| DIS | DISNEY WALT CO | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| DFS | DISCOVER FINL SVCS | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| D | DOMINION ENERGY INC | $1 | 0.0% | 19 | 0.0% | 0.00% | – | |
| EMN | Buy | EASTMAN CHEM CO | $3 | 0.0% | 36 | +2.9% | 0.00% | – |
| EIX | EDISON INTL | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ESRT | EMPIRE ST RLTY TR INCcl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ENB | Buy | ENBRIDGE INC | $1 | 0.0% | 2 | +100.0% | 0.00% | – |
| EFX | EQUIFAX INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EQIX | EQUINIX INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| WTRG | ESSENTIAL UTILS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ETSY | Sell | ETSY INC | $1 | 0.0% | 6 | -14.3% | 0.00% | – |
| EVRG | Sell | EVERGY INC | $1 | 0.0% | 14 | -6.7% | 0.00% | – |
| ES | EVERSOURCE ENERGY | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EXPE | Sell | EXPEDIA GROUP INC | $1 | -50.0% | 8 | -38.5% | 0.00% | – |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $1 | -50.0% | 9 | -10.0% | 0.00% | – |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| FIS | FIDELITY NATL INFORMATION SV | $2 | 0.0% | 25 | 0.0% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $1 | 0.0% | 4 | +100.0% | 0.00% | – |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $1 | 0.0% | 4 | +33.3% | 0.00% | – |
| FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $3 | -25.0% | 71 | -40.3% | 0.00% | -100.0% |
| FYX | FIRST TR SML CP CORE ALPHA F | $2 | -33.3% | 25 | 0.0% | 0.00% | – | |
| FBZ | Sell | FIRST TR EXCH TRD ALPHDX FDbrazil alphadex | $3 | 0.0% | 227 | -9.2% | 0.00% | – |
| FCA | FIRST TR EXCH TRD ALPHDX FDchina alphadex | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| FGM | FIRST TR EXCH TRD ALPHDX FDgermany alpha | $1 | 0.0% | 11 | 0.0% | 0.00% | – | |
| FKU | FIRST TR EXCH TRD ALPHDX FDunit king alph | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| FEUZ | FIRST TR EXCH TRD ALPHDX FDeuro alphadex | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| FNY | Buy | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $3 | 0.0% | 36 | +2.9% | 0.00% | – |
| FE | FIRSTENERGY CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FLO | FLOWERS FOODS INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| FL | FOOT LOCKER INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FLSP | New | FRANKLIN TEMPLETON ETF TRsystmtc styl pre | $3 | – | 130 | +100.0% | 0.00% | – |
| GLPI | GAMING & LEISURE PPTYS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| GENERAL ELECTRIC CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| GSK PLCsponsored adr | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| GPN | GLOBAL PMTS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| GS | GOLDMAN SACHS GROUP INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| GIGB | GOLDMAN SACHS ETF TRaccess invt gr | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| GGG | GRACO INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| GWW | GRAINGER W W INC | $2 | -33.3% | 3 | 0.0% | 0.00% | – | |
| HALEON PLCspon ads | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $1 | 0.0% | 2 | +100.0% | 0.00% | – |
| HRL | Buy | HORMEL FOODS CORP | $1 | 0.0% | 3 | +200.0% | 0.00% | – |
| IAC | IAC INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| INCY | Sell | INCYTE CORP | $2 | -33.3% | 32 | -8.6% | 0.00% | – |
| QAI | INDEXIQ ETF TRhedge mlti etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| PBP | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PEZ | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wrgt csmr | $1 | 0.0% | 5 | +66.7% | 0.00% | – |
| PTH | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wright he | $1 | 0.0% | 10 | +400.0% | 0.00% | – |
| FXE | INVESCO CURRENCYSHARES EUROeuro sh | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| FXY | INVESCO CURRENCYSHARES JAPANjapanese yen | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| INVH | INVITATION HOMES INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IAU | ISHARES GOLD TRishares new | $2 | 0.0% | 50 | 0.0% | 0.00% | – | |
| EWO | ISHARES INCmsci austria etf | $2 | 0.0% | 55 | 0.0% | 0.00% | – | |
| EWK | Buy | ISHARES INCmsci belgium etf | $1 | 0.0% | 3 | +200.0% | 0.00% | – |
| EWZ | ISHARES INCmsci brazil etf | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| EWL | Buy | ISHARES INCmsci switzerland | $1 | 0.0% | 2 | +100.0% | 0.00% | – |
| EWY | ISHARES INCmsci sth kor etf | $2 | 0.0% | 19 | 0.0% | 0.00% | – | |
| EWG | ISHARES INCmsci germany etf | $2 | 0.0% | 42 | 0.0% | 0.00% | – | |
| FXI | Buy | ISHARES TRchina lg-cap etf | $1 | 0.0% | 2 | +100.0% | 0.00% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1 | -99.3% | 1 | -99.7% | 0.00% | -100.0% |
| EEM | ISHARES TRmsci emg mkt etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EFA | ISHARES TRmsci eafe etf | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| IWS | ISHARES TRrus mdcp val etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IGV | ISHARES TRexpanded tech | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SOXX | Sell | ISHARES TRishares semicdtr | $1 | -50.0% | 2 | -33.3% | 0.00% | – |
| IWD | ISHARES TRrus 1000 val etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IDU | ISHARES TRu.s. utilits etf | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| IYY | Buy | ISHARES TRdow jones us etf | $1 | 0.0% | 5 | +25.0% | 0.00% | – |
| AAXJ | ISHARES TRmsci ac asia etf | $2 | 0.0% | 18 | 0.0% | 0.00% | – | |
| SCZ | ISHARES TReafe sml cp etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MUB | ISHARES TRnational mun etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IFGL | ISHARES TRintl dev re etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MBB | ISHARES TRmbs etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SHV | ISHARES TRshort treas bd | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ITB | ISHARES TRus home cons etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IHE | ISHARES TRu.s. pharma etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EFG | ISHARES TReafe grwth etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ENZL | ISHARES TRnew zealand etf | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| EIDO | ISHARES TRmsci indonia etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EPHE | Buy | ISHARES TRmsci philips etf | $1 | 0.0% | 2 | +100.0% | 0.00% | – |
| EPOL | ISHARES TRmsci poland etf | $1 | 0.0% | 50 | 0.0% | 0.00% | – | |
| STIP | ISHARES TR0-5 yr tips etf | $1 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ISTB | ISHARES TRcore 1 5 yr usd | $3 | 0.0% | 54 | 0.0% | 0.00% | – | |
| EWT | ISHARES INCmsci taiwan etf | $2 | 0.0% | 42 | 0.0% | 0.00% | – | |
| EWI | ISHARES INCmsci italy etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SHYG | ISHARES TR0-5yr hi yl cp | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| EWU | ISHARES TRmsci uk etf new | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| JBL | JABIL INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $1 | 0.0% | 11 | 0.0% | 0.00% | – | |
| JEF | JEFFERIES FINL GROUP INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| KLAC | KLA CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| KEY | KEYCORP | $1 | 0.0% | 80 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| KMI | KINDER MORGAN INC DEL | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| KSS | KOHLS CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| LVHD | LEGG MASON ETF INVTfranklin us low | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $3 | -25.0% | 25 | 0.0% | 0.00% | -100.0% | |
| L | LOEWS CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| LULU | Sell | LULULEMON ATHLETICA INC | $3 | 0.0% | 6 | -14.3% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MKSI | MKS INSTRS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MSCI | MSCI INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| M | MACYS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MMI | MARCUS & MILLICHAP INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MKTX | MARKETAXESS HLDGS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MAS | MASCO CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MASI | Sell | MASIMO CORP | $1 | 0.0% | 2 | -33.3% | 0.00% | – |
| MTCH | MATCH GROUP INC NEW | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MKC | MCCORMICK & CO INC | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MOH | MOLINA HEALTHCARE INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MDB | MONGODB INCcl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| NEOG | Buy | NEOGEN CORP | $1 | 0.0% | 4 | +33.3% | 0.00% | – |
| NFLX | NETFLIX INC | $1 | -50.0% | 3 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| NLOK | GEN DIGITAL INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| NVS | Sell | NOVARTIS AGsponsored adr | $1 | -94.7% | 1 | -99.5% | 0.00% | -100.0% |
| OXY | OCCIDENTAL PETE CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| OKTA | OKTA INCcl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PCG | PG&E CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PTC | Sell | PTC INC | $1 | 0.0% | 6 | -14.3% | 0.00% | – |
| PDCO | PATTERSON COS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PAYC | PAYCOM SOFTWARE INC | $2 | -33.3% | 7 | 0.0% | 0.00% | – | |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| LTPZ | PIMCO ETF TR15+ yr us tips | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PNW | PINNACLE WEST CAP CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PCH | POTLATCHDELTIC CORPORATION | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| TROW | PRICE T ROWE GROUP INC | $1 | 0.0% | 8 | 0.0% | 0.00% | – | |
| PLD | PROLOGIS INC. | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CSM | PROSHARES TRlarge cap cre | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PHM | PULTE GROUP INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| QRVO | Sell | QORVO INC | $2 | 0.0% | 15 | -6.2% | 0.00% | – |
| RYN | RAYONIER INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| RBC | REGAL REXNORD CORPORATION | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| REGN | Sell | REGENERON PHARMACEUTICALS | $3 | 0.0% | 3 | -25.0% | 0.00% | – |
| RELX | RELX PLCsponsored adr | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| RHI | ROBERT HALF INC. | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ROST | ROSS STORES INC | $3 | 0.0% | 24 | 0.0% | 0.00% | – | |
| RGLD | ROYAL GOLD INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SLM | Sell | SLM CORP | $1 | 0.0% | 3 | -62.5% | 0.00% | – |
| RWX | SPDR INDEX SH FDSdj intl rl etf | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| GWX | Buy | SPDR INDEX SH FDSs&p intl smlcp | $1 | 0.0% | 6 | +20.0% | 0.00% | – |
| PSK | SPDR SER TRice pfd sec etf | $3 | 0.0% | 80 | 0.0% | 0.00% | – | |
| SPLB | SPDR SER TRportfolio ln cor | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $1 | -66.7% | 26 | -61.2% | 0.00% | – |
| BWX | SPDR SER TRbloomberg intl t | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SPAB | SPDR SER TRportfolio agrgte | $1 | 0.0% | 28 | 0.0% | 0.00% | – | |
| SPIP | SPDR SER TRportfli tips etf | $1 | 0.0% | 26 | 0.0% | 0.00% | – | |
| SPTL | SPDR SER TRportfolio ln tsr | $3 | 0.0% | 79 | 0.0% | 0.00% | – | |
| KRE | SPDR SER TRs&p regl bkg | $2 | 0.0% | 26 | 0.0% | 0.00% | – | |
| XPH | SPDR SER TRs&p pharmac | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| XME | SPDR SER TRs&p metals mng | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| KIE | SPDR SER TRs&p ins etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| KBE | Sell | SPDR SER TRs&p bk etf | $2 | -90.5% | 34 | -94.2% | 0.00% | -100.0% |
| SJNK | SPDR SER TRbloomberg sht te | $1 | 0.0% | 11 | 0.0% | 0.00% | – | |
| XES | SPDR SER TRoilgas equip | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| JNK | SPDR SER TRbloomberg high y | $3 | 0.0% | 33 | 0.0% | 0.00% | – | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $1 | 0.0% | 4 | +100.0% | 0.00% | – |
| EMTL | SSGA ACTIVE TRspdr dbleln emrg | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CRM | SALESFORCE INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SAP | SAP SEspon adr | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| HSIC | HENRY SCHEIN INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1 | -94.1% | 1 | -99.7% | 0.00% | -100.0% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1 | -95.8% | 1 | -99.9% | 0.00% | -100.0% |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB STRATEGIC TRint-trm u.s tres | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $1 | 0.0% | 12 | 0.0% | 0.00% | – | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $1 | 0.0% | 16 | 0.0% | 0.00% | – | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SVC | SERVICE PPTYS TR | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SNN | SMITH & NEPHEW PLCspdn adr new | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SONY | SONY GROUP CORPsponsored adr | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SWN | SOUTHWESTERN ENERGY CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SWK | STANLEY BLACK & DECKER INC | $2 | 0.0% | 13 | 0.0% | 0.00% | – | |
| STLD | STEEL DYNAMICS INC | $3 | 0.0% | 24 | 0.0% | 0.00% | – | |
| SRCL | STERICYCLE INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SNX | TD SYNNEX CORPORATION | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| TMUS | T-MOBILE US INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1 | 0.0% | 1 | -75.0% | 0.00% | – |
| TPR | TAPESTRY INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| TTC | TORO CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO | $2 | 0.0% | 9 | 0.0% | 0.00% | – | |
| TNL | TRAVEL PLUS LEISURE CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| UGI | UGI CORP NEW | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| URI | UNITED RENTALS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| URBN | URBAN OUTFITTERS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VFC | V F CORP | $1 | 0.0% | 38 | 0.0% | 0.00% | – | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BIV | VANGUARD BD INDEX FDSintermed term | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1 | -83.3% | 17 | -88.5% | 0.00% | -100.0% |
| AES | AES CORP | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VPU | VANGUARD WORLD FDSutilities etf | $1 | -50.0% | 8 | 0.0% | 0.00% | – | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1 | 0.0% | 12 | 0.0% | 0.00% | – | |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $1 | 0.0% | 5 | +25.0% | 0.00% | – |
| VGLT | VANGUARD SCOTTSDALE FDSlong term treas | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VTR | VENTAS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VOO | VANGUARD INDEX FDSs&p 500 etf sh | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1 | 0.0% | 7 | +16.7% | 0.00% | – |
| VRSK | VERISK ANALYTICS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VITESSE ENERGY INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| WEC | WEC ENERGY GROUP INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| WARNER BROS DISCOVERY INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| WELL | WELLTOWER INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| WST | WEST PHARMACEUTICAL SVSC INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| WY | WEYERHAEUSER CO MTN BE | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CEW | WISDOMTREE TRemerg cur str fd | $1 | 0.0% | 21 | 0.0% | 0.00% | – | |
| ELD | WISDOMTREE TRem lcl debt fd | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| XEL | Buy | XCEL ENERGY INC | $1 | 0.0% | 11 | +10.0% | 0.00% | – |
| ZIMVIE INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| ZION | ZIONS BANCORPORATION N A | $1 | 0.0% | 8 | 0.0% | 0.00% | – | |
| AMCR | Buy | AMCOR PLCord | $1 | 0.0% | 2 | +100.0% | 0.00% | – |
| AON | AON PLCsh cl a | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| HZNP | HORIZON THERAPEUTICS PUB Lsh | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ICLR | ICON PLCsh | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| LINDE PLCsh | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| STX | SEAGATE TECHNOLOGY HLDNGS PLord sh | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTDsh | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| ALC | Sell | ALCON AGord sh | $1 | -75.0% | 1 | -97.4% | 0.00% | -100.0% |
| GRMN | GARMIN LTDsh | $3 | 0.0% | 22 | 0.0% | 0.00% | – | |
| SPOT | SPOTIFY TECHNOLOGY S Ash | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ASML | ASML HOLDING N Vn y registry sh | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SVA | SINOVAC BIOTECH LTDsh | $0 | – | 2 | 0.0% | 0.00% | – | |
| VTRS | Exit | VIATRIS INC | $0 | – | -29 | -100.0% | 0.00% | – |
| LPX | Exit | LOUISIANA PAC CORP | $0 | – | -15 | -100.0% | 0.00% | – |
| BICK | Exit | FIRST TR BICK INDEX FD | $0 | – | -36 | -100.0% | 0.00% | – |
| VEC | Exit | V2X INC | $0 | – | -9 | -100.0% | 0.00% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -120 | -100.0% | -0.00% | – |
| SKYW | Exit | SKYWEST INC | $0 | – | -196 | -100.0% | -0.00% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -267 | -100.0% | -0.00% | – |
| JPIN | Exit | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $0 | – | -382 | -100.0% | -0.00% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -237 | -100.0% | -0.01% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -451 | -100.0% | -0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 42 | Q3 2023 | 12.8% |
| ISHARES TR | 42 | Q3 2023 | 8.7% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 7.5% |
| ISHARES TR | 42 | Q3 2023 | 5.7% |
| ISHARES TR | 42 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 3.4% |
| SPDR INDEX SHS FDS | 42 | Q3 2023 | 2.0% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| SPDR SER TR | 42 | Q3 2023 | 1.3% |
View Transamerica Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Transamerica Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.